Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
Should I Have a Trust for My Pets?
Guiding the Conversation About Generational Conflicts of Interest
Is Your Life Insurance Policy Still Necessary?
Estate Planning at Any Age
Should My Trust Have Co-Trustees?
A Feel-Good Article About Generosity
The Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?
Generational Wealth, Not Just for the Elite
Permission to Leave Your Mark
Increased Savings Opportunities in 2023
How Exploring Regret Can Help You Live a Meaningful Legacy
My Parent Has Dementia – What Do I Do?
Prompting Difficult Conversations With Your Parents
Five Reasons You Should Have a Trust
What You Need to Know about the Social Security Benefit Increase
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Weathering a Downturn for an Enduring Legacy
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
Defining the Different Estate Planning Documents
If You Don't Fly First Class, Your Heirs Will